Redwood Credit Union is looking for an Insurance Administrator, who will perform a wide variety of semi-routine duties to assist Members in the sales and service of ancillary products.
Key Responsibilities
Customer Service:
- Provide exceptional customer service to all internal and external customers.
- Call Members referred to the insurance agency by branch, Member Service Center, or other referrals.
- Make and receive calls from customers assisting them with their questions and resolving problems as appropriate.
- Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed.
- Make and receive calls from customers to complete worksheets to facilitate insurance quotes and product claims.
- Offer and educate Members of Ancillary products.
Administrative:
- Request necessary paperwork that is not received from customers or Insurance Department team members.
- Work with credit life and disability, payment protection, GAP & MBP insurance carriers to process claims.
- Assemble and record paperwork for insurance sales as needed.
- Organize and complete both customer and insurance company inquiries.
- Update reports on a frequent basis.
- Work with Account Manager(s) to process documents for insurance sales and renewals.
- Work with Members to deliver quotes, bind coverage and service policies as requested.
- Follow up with Members to obtain additional information to provide accurate quote.
- Complete daily, weekly, and monthly lead and sales tracking reports.
- Research and solve member problems and complaints in an accurate and timely manner.
- Update database of customer information.
- Aid Insurance department team members in achieving sales and service goals.
- Perform all functions in a security conscientious manner.
- Establish systems to facilitate insurance transactions more efficiently.
- Monitor the response time of insurance quotes, sales, and service response.
Other Functions:
- Implement new CUSO/Credit Union related products and services with other team members of RCU Insurance Services.
- Provide feedback on marketing efforts.
- Visit branches/departments to promote insurance agency.
Join us and discover why you'll love working at Redwood Credit Union!
ABOUT REDWOOD CREDIT UNION (RCU):
At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.
As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.
Why work for Redwood Credit Union?
- 21st largest credit union in the U.S. and the largest financial institution based in the North Bay
- Recognized by Newsweek as one of "America's Best Credit Unions 2026"
- Awarded a 5-Star Bauer Rating
- Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2026"
- Top Corporate Philanthropists (#24) - San Francisco Business Times
- Voted Best Places to Work in the North Bay 21 years in a row
- World-class Employee Engagement scores
- Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
- Industry leading Net Promoter Scores across the U.S.
The ideal candidate has a combination of education and experience equivalent to a high school diploma with a minimum of one year of clerical and customer contact experience with a Credit Union, bank, or Insurance Agency.
Compensation: Base starting range: $27.00 to $35.00 hourly commensurate with experience.
Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
Redwood Credit Union offers a robust benefits package to our eligible employees including:
- Competitive medical, dental, and vision insurance, mental health offerings
- Employee performance incentive plan
- Salary Advancement– Merit increase based on performance
- 401(k) program with employer match
- Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
RCU Discounts and Perks:
- RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
- RCU employees are eligible for a 1% discount on all recreational or boat loan products
- 2% discount off Visas and LOC Loans through RCU
- 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
- 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
- 0% interest on garment, fitness, or home office equipment loan of up to $500
- 100% financing for employee purchased homes!
Physical Requirements:
- Ability to lift 20 pounds.
- Ability to bend, stoop, sit, walk, twist, and turn.
- Ability to use a computer keyboard and calculator.
- Work environment is indoors with much of the time sitting at a desk.
- Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.
Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.
We are an Equal Opportunity Employer
- Knowledge of financial and insurance products and services.
- Skill in the operation of a PC with the use of word processing and spreadsheet software, and modern office equipment.
- Excellent service skills.
- Ability to communicate effectively both verbally and in writing.
- Ability to effectively work on the telephone to obtain insurance information.
- Ability to complete detailed paperwork and collect documents necessary to complete insurance transactions.
- Ability to coordinate a variety of activities simultaneously and prioritize work.
- Ability and desire to work in a team environment.
- Ability to analyze situations and recommend workable solutions for customers.
- Ability to establish and maintain effective working relationships with a diverse group of people.
- Ability to manage time efficiently and follow-through on tasks.
- Ability to work weekends.
- Must have an active Property & Casualty Insurance License.
- An active Life or Life/Health Insurance License is a plus.